Client Solutions Banking Advisor

United States Digital Space LLC; Destin (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

United States Digital Space LLC is seeking a banking associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships to meet clients' financial needs and connect them to suitable solutions.

You will grow in an in-office culture with opportunities for flexible scheduling based on role needs, while supporting compliance and customer experience initiatives.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results orientation.
• Collaborates effectively to build and nurture relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective communication with all clients.
• Learns and adapts to new information and technology.
• Educates clients on self-service banking (ATM, online, mobile).
• Strong problem-solving and critical thinking skills.
• Follows processes and adheres to laws and regulations.
• Efficient time and capacity management.
• Willing to work weekends/extended hours at various centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and enhances service quality.
• Manages cash responsibilities and related duties.

Skills

Customer focus

Relationship building

Communication

Problem solving

Time management

Self-motivation

Adaptability

Learning agility

Self-service banking education

Cash handling

Sales experience

Education

Bachelor's degree or related Associate's degree

Job description

United States Digital Space LLC is seeking a banking associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships to meet clients' financial needs and connect them to suitable solutions.

You will grow in an in-office culture with opportunities for flexible scheduling based on role needs, while supporting compliance and customer experience initiatives.